OpenAI and Google employees rush to Anthropic’s defense in DOD lawsuit https://t.co/6se3oUVIIQ ...

Meta and Google are seeking to show the mental health struggles suffered by a 20-year-old who brought a landmark case of social media addiction stemmed from turmoil in her family and school life https://t.co/frW3WQpyHd ...

Broader markets continue to tumble as the Iran war has sent crude oil prices soaring over $100 a barrel. If energy prices sustain at these levels, it might spoil the fiscal and monetary policy math for many countries, and it won’t exactly be a “small price to pay” for the Iran war, as President Donald Trump has said. Meanwhile, barring some sectors, particularly oil producers, stocks have pretty much fallen left and right amid the meltdown. Alphabet (GOOG) (GOOGL), which was the best-performing “Magnific ...

Investors looking for ways to capitalize on the rapidly growing artificial intelligence (AI) industry may want to pay attention to the portfolio moves of some of the top names on Wall Street. Take David Tepper, the founder and president of Appaloosa Management, a hedge fund that has delivered excellent returns for decades. In the fourth quarter, the fund made some noteworthy sales and purchases. For instance, it trimmed its stake in AI leader Nvidia by about 10.5% while at the same time boosting its stak ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images There were big fears last week should oil trade over $100. It has since surpassed that level, with $100 now looked upon as somewhat of a downside target. Amid the ongoing developments in Iran, where do you see WTI crude oil ending this month?Click here to take the poll and don't forget to share your thoughts in the WSB comments section. Good morning! Here's the latest in ...

金融工程 证 券 研 究 报 告 【点评报告】 量化看市场系列之六：OpenClaw 金融行业必备 Skills 推荐与实战应用 ❖ 摘要 随着 OpenClaw 越来越广泛的应用，相信会有更多 Skills 被分享出来。 ❖ 风险提示： Skills 安装前需要先查看 MD 文件的内容，避免安装存在恶意代码或者隐含泄 露本地文件的 Skills；本报告相关介绍及方法仅供参考，不构成任何投资建议。 ❖ 点评报告 2026 年 03 月 09 日 华创证券研究所 证券分析师：王小川 邮箱：wangxiaochuan@hcyjs.com 执业编号：S0360517100001 相关研究报告 《量化看市场系列之四：使用"OpenClaw"搭建 属于自己的私域 AI 助理》 2026-02-03 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 ⚫ 本文介绍了四种在 OpenClaw 中安装 Skills 的方法，用好 Skills，可以实 现从"每次都给 AI 当老师"变成"AI 替你当专家"。同时介绍了 10 种 金融行业推荐使用的 Skills。最后利用多种 Skills 完成了四种实 ...

证券研究报告|传媒 [Table_Title] Google Play IAP 服务费降至 20%，Unity 调整中国内地及港澳开发者权限 上周传媒行业（申万）下跌 6.97%，居市场第 31 位，跑输沪深 300 指数 5.90pct，跑输创业板指数 4.52pct。年初至今，传媒行业（申万）累计 涨幅 4.28%。上周 Google 宣布对 Google Play 推出一系列更新，核心为 调整抽成比例。我们认为，此次调整是监管与行业竞争下的生态开放举 措，抽成费率下调与支付、分发渠道放开将显著降低开发者渠道成本、提 升盈利空间、开放支付体系并促进安卓生态的多元化发展，推动全球应 用分发格局从渠道垄断走向多元竞争，利好出海应用、游戏及订阅类开 发者；Unity 因区域许可、分发及合规政策更新，通知自 2026 年 3 月 31 日起中国大陆及港澳地区用户将无法访问海外 Unity 资源商店，也无法 获取免费资源与已购资源。我们认为，此次调整是 Unity 中国本土化战 略的一部分，短期将抬升国内游戏开发者的素材获取、资产更新与跨区 域开发成本，对中小团队与独立开发者冲击更为显著，中长期将加速国 内引擎与资 ...

作者 | 冬梅 "我现在处于震惊和恐慌之中。" 这是帖子的开头。没有铺垫，没有背景说明，只有一句情绪几乎溢出屏幕的自白。 开发者 Gemini 账户被盗，48 小时损失 57 万 在 Reddit 发帖的人，是一家位于墨西哥的初创公司联合创始人，公司只有三名开发者，规模很小， 每月在谷歌云服务上的正常支出大约 180 美元。对他们来说，云账单是一项可控成本，是创业早期 可以精确计算的变量。 但 2 月 11 日至 12 日这 48 小时，一切都失控了。 在这两天里，他们的 Google Cloud API 密钥被盗用。具体怎么发生的，他们至今不清楚。"我们不知 道是怎么回事，也没有发现明显的错误。"他说。 但账单记录非常清晰：总额 82,314.44 美元（约合人民币 57 万） 。几乎全部来自两项服务—— Gemini 3 Pro 图像与 Gemini 3 Pro 文本。 | comments other discussions (1) | | --- | | $82,000 in 48 Hours from stolen Gemini API Key. My monthly Usage Is $180. ...

Core Insights - The quarterly filing of Form 13Fs is crucial for investors as it reveals the stock purchases and sales of prominent fund managers [1] Group 1: Institutional Investor Activity - The deadline for institutional investors with at least $100 million in assets under management to file a 13F was February 17 [2] - Chase Coleman, managing nearly $30 billion at Tiger Global Management, reduced his holdings in Meta Platforms and Microsoft for the first time in 13 quarters [2][5] - Coleman sold 1,073,621 shares of Microsoft, representing a 16% reduction, and 68,386 shares of Meta, a 2% cut [5] Group 2: Investment Strategy and Market Conditions - Coleman is focusing on the AI revolution and the "Magnificent Seven" stocks, with many of Tiger Global's 54 holdings influenced by AI [4] - Concerns about the stock market's high valuations, with the S&P 500's Shiller P/E Ratio at its second-highest level in history, may have influenced Coleman's decision to reduce exposure to top holdings [8] - Tiger Global's new top holding is Alphabet, with no shares sold during the fourth quarter [9] Group 3: Alphabet's Market Position and Growth - Alphabet benefits from a virtual monopoly in internet search-based advertising, holding 89% to 93% of the global search market share over the past decade [10] - Google Cloud, Alphabet's cloud infrastructure service, is a significant growth driver, with sales increasing by 48% year-over-year in the fourth quarter [11] - Alphabet's forward P/E ratio is below 23, indicating potential for future growth, particularly from its high-margin operating segment [12]

Alphabet (GOOG) (GOOGL) CEO Sundar Pichai could earn up to $692M over the next three years, according to his new compensation package, making him one of the world's highest-paid chief executives. The package includes two tranches of Alphabet (GOOGL ...